Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | Director | January 12, 2024 | January 16, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BOK FINANCIAL CORP
Report date January 12, 2024 · Filed January 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,850 |
Reported balance
After 2024-01-12 transaction · row 1
1 source rowRow 1 · 2024-01-12 · Grant · Acquired 75 · Balance 2,850 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 12, 2024 Filed Jan 16, 2024 20:16 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.89 | $6,441.75 |
DisclosureSEC source: 0001965021-24-000021 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,850 Read SEC document |
| October 13, 2023 Filed Oct 17, 2023 14:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.18 | $5,938.50 |
DisclosureSEC source: 0001965021-23-000010 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,775 Read SEC document |
| July 13, 2023 Filed Jul 13, 2023 21:11 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $82.05 | $6,153.75 |
DisclosureSEC source: 0001248915-23-000088 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,700 Read SEC document |
| April 13, 2023 Filed Apr 14, 2023 16:39 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.37 | $6,402.75 |
DisclosureSEC source: 0001248915-23-000066 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,625 Read SEC document |
| January 16, 2023 Filed Jan 18, 2023 15:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $102.82 | $7,711.50 |
DisclosureSEC source: 0001248915-23-000024 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,550 Read SEC document |
| October 12, 2022 Filed Oct 12, 2022 17:29 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.76 | $6,582.00 |
DisclosureSEC source: 0001248915-22-000138 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,475 Read SEC document |
| July 12, 2022 Filed Jul 13, 2022 15:40 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $77.26 | $5,794.50 |
DisclosureSEC source: 0001248915-22-000112 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Read SEC document |
| April 11, 2022 Filed Apr 12, 2022 20:12 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $96.61 | $7,245.75 |
DisclosureSEC source: 0001248915-22-000089 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,325 Read SEC document |
| January 10, 2022 Filed Jan 11, 2022 23:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $105.06 | $7,879.50 |
DisclosureSEC source: 0001248915-22-000011 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,175 Read SEC document |
| October 12, 2021 Filed Oct 12, 2021 23:26 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $90.48 | $6,786.00 |
DisclosureSEC source: 0001248915-21-000105 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,100 Read SEC document |
| July 12, 2021 Filed Jul 13, 2021 21:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $88.40 | $6,630.00 |
DisclosureSEC source: 0001248915-21-000081 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,025 Read SEC document |
| April 12, 2021 Filed Feb 10, 2022 22:19 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 75 | $90.50 | $6,787.50 |
DisclosureSEC source: 0001248915-22-000047 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,175 Read SEC document |
| January 12, 2021 Filed Jan 12, 2021 20:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $69.12 | $5,184.00 |
DisclosureSEC source: 0001248915-21-000013 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,950 Read SEC document |
| October 12, 2020 Filed Oct 13, 2020 18:57 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $50.66 | $3,799.50 |
DisclosureSEC source: 0001248915-20-000114 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,875 Read SEC document |
| July 13, 2020 Filed Jul 15, 2020 18:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $55.27 | $4,145.25 |
DisclosureSEC source: 0001248915-20-000095 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Read SEC document |
| April 13, 2020 Filed Apr 15, 2020 17:11 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $42.69 | $3,201.75 |
DisclosureSEC source: 0001248915-20-000070 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,725 Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 22:38 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.18 | $6,538.50 |
DisclosureSEC source: 0001248915-20-000013 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,650 Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 22:06 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $80.05 | $6,003.75 |
DisclosureSEC source: 0001453622-19-000014 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,575 Read SEC document |
| July 12, 2019 Filed Jul 15, 2019 22:58 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $74.62 | $5,596.50 |
DisclosureSEC source: 0001248915-19-000100 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Read SEC document |
| April 15, 2019 Filed Apr 15, 2019 22:15 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.83 | $5,987.25 |
DisclosureSEC source: 0001248915-19-000079 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,425 Read SEC document |
| January 14, 2019 Filed Jan 14, 2019 23:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $72.59 | $5,444.25 |
DisclosureSEC source: 0001248915-19-000018 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 Read SEC document |
| October 12, 2018 Filed Oct 15, 2018 22:15 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $101.48 | $7,611.00 |
DisclosureSEC source: 0001248915-18-000137 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,275 Read SEC document |
| July 13, 2018 Filed Jul 16, 2018 21:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $95.19 | $7,139.25 |
DisclosureSEC source: 0001248915-18-000116 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Read SEC document |
| April 13, 2018 Filed Apr 17, 2018 00:25 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $98.08 | $7,356.00 |
DisclosureSEC source: 0001248915-18-000087 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,125 Read SEC document |
| January 12, 2018 Filed Jan 12, 2018 20:00 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $92.70 | $6,952.50 |
DisclosureSEC source: 0001248915-18-000021 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050 Read SEC document |
| October 13, 2017 Filed Oct 16, 2017 21:22 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.07 | $6,530.25 |
DisclosureSEC source: 0001248915-17-000124 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 975 Read SEC document |
| July 14, 2017 Filed Jul 17, 2017 21:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $82.91 | $6,218.25 |
DisclosureSEC source: 0001248915-17-000101 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 Read SEC document |
| April 14, 2017 Filed Apr 17, 2017 21:13 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $76.61 | $5,745.75 |
DisclosureSEC source: 0001248915-17-000077 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 825 Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 01:22 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $83.49 | $6,261.75 |
DisclosureSEC source: 0001248915-17-000038 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Read SEC document |
| October 14, 2016 Filed Oct 17, 2016 21:07 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $67.32 | $5,049.00 |
DisclosureSEC source: 0001665940-16-000046 · primary_doc.xml · nonDerivative · entry 1 Henry Kimberley D. · CIK 0001640865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.